Profile
Mr. Nicholas C.
Newell is an Investment Analyst & Trader at MCF Advisors LLC.
He joined the firm in 2017.
As part of the Investment Management Department, he is responsible for rebalancing and strategy implementation for institutional and wealth management client portfolios.
He also performs portfolio and investment research, including asset allocation, due diligence, security selection, and risk management.
He comprises part of the Executive Investment Committee which is responsible for MCF’s investment outlook and investment program.
Mr. Newell is a CFA Charterholder and FRM (Financial Risk Manager).
He graduated from the University of Cincinnati with an MBA and a Master of Science in Finance.
Nicholas Charles Newell active positions
| Companies | Position | Start |
|---|---|---|
MCF Advisors LLC
 MCF Advisors LLC Investment ManagersFinance MCF Advisors LLC (MCF) is an independent, SEC-registered investor advisor headquartered in Covington, Kentucky. The firm was founded by Robert B. Sathe in 2000 and do-business-as MCF Institutional. MCF provides portfolio management services to individuals, high net-worth individuals, trusts, pension and profit-sharing plans, charitable institutions (which include foundations), and corporations or other businesses. | Analyst-Equity | 01/03/2017 |
Training of Nicholas Charles Newell
| University of Cincinnati (Ohio) | Graduate Degree |
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Private companies
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1st degree companies
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Linked companies
| Private companies | 1 |
|---|---|
MCF Advisors LLC
MCF Advisors LLC Investment ManagersFinance MCF Advisors LLC (MCF) is an independent, SEC-registered investor advisor headquartered in Covington, Kentucky. The firm was founded by Robert B. Sathe in 2000 and do-business-as MCF Institutional. MCF provides portfolio management services to individuals, high net-worth individuals, trusts, pension and profit-sharing plans, charitable institutions (which include foundations), and corporations or other businesses. | Finance |
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